Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
Creative Planning Buys Mesirow’s $13B Retirement Services Team
Mesirow's corporate retirement advisory service business works with over 350 plans and holds $13 billion in assets
FAFSA Changes Could Inspire Additional Retirement Savings
Among the many new alterations to the federal student aid application include the removal of pre-tax retirement contributions as income
Half of Investors Say 2024 Election will Impact Retirement Portfolios
Additionally, close to one-third believe the economy will drop to a recession if their least-favored political party wins the election, finds the Nationwide Retirement Institute
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more
HSAs See High Growth, Yet Key Issues Remain
The latest review from Morningstar compares the leading providers in the HSA industry, with Fidelity coming out on top
Managed Accounts See Highest Growth While TDRFs Sit Still
Managed account and cryptocurrency use grows while investments in target-date retirement funds falls flat, reports Hearts & Wallet
Americans Score Smallest Financial and Mental Wellbeing Marks
The fall in financial and mental health wellbeing comes from a lack of retirement planning and emergency savings, finds TELUS
Higher Rates of Wealth Managers, Advisors, Clients, Using Model Portfolios
Results from Natixis' latest Executive Summary finds wealth managers, advisory practices, and clients can benefit from utilizing the group of assets
Workers Would Rather Browse Social Media than Select Benefits
Almost half of workers spend 20 minutes or less reviewing employee benefits during the open enrollment period, found Voya
Stone Ridge Appoints LifeX Board of Advisors
The product is said to combat the "triple" threat of retirement, such as investment risk, inflation risk, and longevity risk